INSURANCE PLANNING

PROTECTING YOUR ASSETS

“Hope for the best but prepare for the worst” is as true today as it was when it was first coined in the 16th century. Properly protecting your property and your livelihood is an important aspect of your overall wealth management strategy.

At Creative Planning, we take the same approach to insurance planning and asset protection as we do to every other aspect of your overall investment management plan. We believe your insurance plan should be customized to your unique situation.

TURNING OVER EVERY STONE TO PROTECT YOUR WEALTH

We take a comprehensive, financial planning-led approach when developing and executing a wealth management plan to address every facet of your long-term financial goals, including a thorough insurance needs analysis to ensure you and your loved ones are properly protected. Our team will review any existing policies and evaluate how disability, long-term care expenditures and premature death impact your financial plan to craft a customized strategy that addresses your individual needs.

OFFERING WIDE-RANGING COVERAGE

As part of our comprehensive approach to risk management, our team of experts can assist clients in obtaining any necessary coverages or services, including:

  • Disability/income replacement
  • Life insurance
  • Long-term care and health insurance
  • Auto/home insurance
  • Umbrella liability insurance
  • Specialty insurance for business owners
  • Asset protection trusts and business entity formation

You don’t want to overpay for insurance that you don’t need, nor do you want to lack vital coverage when life throws you a curveball. At Creative Planning, we help give clients the confidence and peace of mind that come from having a comprehensive risk management plan in place.